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Cory’s Chart Corner
Sounds like he's saying big FAT sustainable dividends lie near the bottom. Yummy!
Paul Tudor Jones in an Interview with Patrick Oshaughnessy sums up and connects the valuation pieces of the overall market well:
“We’re 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%.
If you think about the periodicity of
Monthly Archives: August 2025
Real estate downturn picking up steam
If we had a dime for all the times people say silly things, like “You’ll never lose money in real estate” or “high-end properties always hold their value.” Not true, never has been. The current real estate correction cycle is … Continue reading
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All’s well that ends well
Margin debt (people borrowing against their security portfolios) has now topped $1 trillion for the first time in history, +25% over the past year alone. Other, lesser, margin-abuse peaks occurred before major bear markets/recessions (grey bars below) since 1995, courtesy … Continue reading
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Housing downturn is bigger economic story than tariffs
As policymakers focus on tariffs, bursting real estate bubbles pose a significantly larger threat in terms of relative economic impact, and that’s now happening in several major economies simultaneously. Homes are the foundation of the household balance sheet and assets … Continue reading
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